Making the family your client
This is what I am hearing when I talk to my clients: “I don’t want my kids to fight over our money. I’m concerned that my money might lead to...
Tag Archives: MDRT
Making changes to your office to keep everyone safe
It’s an individual’s choice if they want to come to your office, but you’ve got to protect yourself, you’ve got to protect your family, and you’ve got to protect the...
3 helpful sales ideas from around the world
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Make the call “We confirm every appointment the day before the...
Holding clients accountable to ensure they fulfill their goals
We hold our clients accountable, and we hold ourselves accountable. I hold my clients accountable to the goals that they set out, and we truly, truly track them and hold...
Adjusting perspective on your business as the crisis goes on longer
If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...
4 ways to increase efficiency during the pandemic
It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...
Why my practice gives out branded teddy bears
We have Mr. Insurance teddy bears. They’re used for clients with children. When clients are pregnant, we will give them the teddy bears, but also we use them for our...
Unexpected opportunities and new perspective for referrals during crisis
Most of the companies here in the Philippines have extended the premium payments for policies during this time of lockdown to 60 days. But there are some clients who saw...
The impact of maintaining a positive attitude
We have all heard it, and it is so true: Attitude is 98% of the battle. Whether you are managing a difficult account or are on mile 36 of a...
How I’m keeping staff engaged while business recovers
Everyone can feel stressed during a crisis, and that includes your staff. How can you make sure your team stays positive and focused? During a Zoom call on April 28,...
Using A.D.A.P.T. to confront changes in the face of crisis
For me, the hardest thing to consider is that this is the new normal, there is no way out and we just have to deal with it. Now let me...
Connecting with clients on a personal level during crisis
Right now it is important for us advisors to really give clients their sanity back and help them any way we can. So I tell my clients or my prospects where...
The long-term benefit of distinguishing active businesses from inactive businesses
I personally think there are two kinds of businesses: one that is active right now, the other that is not active right now. So I have made a list of...
Language to help identify yourself as an expert
We have a lot of people that work at a steel mill, and I’ll tell them, “Look, I know what you do for a living. I know that you work...
Using email to reassure clients in uncertain times
These last couple of weeks have obviously been new for all of us, but I successfully did something in late March that I’m already seeing benefits of. We’ve all gotten...
